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The UiPath Orchestrator Guide
UiPath Orchestrator
Overview
UiPath Action Center
UiPath Activities
UiPath AI Center™
UiPath Apps
UiPath Automation Cloud™
UiPath Automation Hub
UiPath Automation Ops
UiPath Automation Suite
UiPath Chatbot Connector - Preview
UiPath Connectors
UiPath Customer Portal
UiPath Data Service
UiPath Developer
UiPath Document Understanding
UiPath Insights
UiPath Installation and Upgrade
UiPath Integration Service
UiPath Marketplace
UiPath Orchestrator
UiPath Process Mining
UiPath Release Notes
UiPath Robot
UiPath Studio
UiPath StudioX
UiPath Task Capture
UiPath Task Mining
UiPath Test Suite
v2022.4
v0
(Automation Cloud Orchestrator)
v2016.2
deprecated
v2017.1
deprecated
v2018.1
deprecated
v2018.2
deprecated
v2018.3
deprecated
v2018.4
deprecated
v2019-fastTrack
deprecated
v2019
v2020.4
deprecated
v2020.10
v2021.4
deprecated
v2021.10
v2022.4
stable
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Release notes
2022.4
Installation
Installing standalone Orchestrator
Installing Automation Suite
Overview
Introduction
Compatibility matrix
Delivery options
Deprecation timeline
Cloud vs on-premises Orchestrator
Orchestrator configuration checklist
Getting started
Logging in to Orchestrator
User options
Resetting your password
My profile
Activities feeds
Robots
Robot statuses
Robot settings
Auto updating client components
Best practices
Organization modeling in Orchestrator
Deployment and configuration considerations
Administration of modern folders
Attended vs. unattended automation
Automation best practices
Optimizing unattended infrastructure using machine templates
Managing large deployments
Security best practices
Performance best practices
Organizing resources with tags
🌐 Tenant
About the Tenant Context
Searching for resources in a tenant
Robots
Managing Robots
Connecting Robots to Orchestrator
Setting up attended robots
Setting up unattended robots
Setup Samples
Storing Robot Credentials in CyberArk
Storing unattended robot credentials in HashiCorp Vault (read-only)
Deleting disconnected and unresponsive unattended sessions
Robot authentication
Robot authentication with client credentials
Folders
Managing Folders
Folders Administration
Personal Workspaces
Managing Personal Workspaces
Classic folders vs modern folders
Migrating from Classic Folders to Modern Folders
Monitoring
Unattended sessions
User sessions
License
Managing roles
Assigning roles
Default roles
Machines
Managing Machines
Assigning machine objects to folders
Configuring account-machine mappings
Packages
Managing Packages
About Libraries
Managing Libraries
Audit
Credential Stores
Managing Credential Stores
CyberArk® Integration
CyberArk® CCP Integration
Azure Key Vault Integration
HashiCorp Vault integration
BeyondTrust integration
Webhooks
Types of Events
Managing Webhooks
Licensing
Managing Your Licenses
Alerts
Setting Up Email Alerts
Settings
Host audit logs
📁 Folders context
About the Folders Context
Home
📁 Automations
About Automations
📁 Processes
About Processes
Managing processes
Managing package requirements
About Recording
📁 Jobs
About Jobs
Managing Jobs
Working with long-running workflows
Job States
📁 Triggers
About Triggers
Managing Triggers
Using Cron Expressions
📁 Folder packages
About Packages
Managing Packages
📁 Logs
About Logs
Logging Levels
Managing Logs in Orchestrator
Orchestrator Logs
📁 Monitoring
About Monitoring
Machines
Processes
Queues
Queues SLA
📁 Queues
About Queues and Transactions
Queue Item Statuses
Business Exception vs Application Exception
Studio Activities Used with Queues
Bulk uploading queue items using a CSV file
Managing Queues in Orchestrator
Managing Queues in Studio
Managing Transactions
Editing Transactions
Field Descriptions for the Transactions .csv File
Review Requests
📁 Assets
About Assets
Managing Assets in Orchestrator
Managing Assets in Studio
Storing assets in HashiCorp Vault (read-only)
📁 Storage buckets
About Storage Buckets
CORS/CSP Configuration
Managing Storage Buckets
Moving Bucket Data Between Storage Providers
📁 Test suite
Test Automation
Test Cases
Field Descriptions for the Test Cases Page
Test Sets
Field Descriptions for the Test Sets Page
Test Executions
Field Descriptions for the Test Executions Page
Test Schedules
Field Descriptions for the Test Schedules Page
Test Data Queues
Managing Test Data Queues in Orchestrator
Managing Test Data Queues in Studio
Field Descriptions for the Test Data Queues Page
Test Data Queue Activities
🔧 Host administration
Host administration portals
About the UiPath Identity Server
Configuring system email notifications
Managing system administrators
Managing your host license
Allocating host licenses to tenants
Orchestrator host settings
Tenant settings
Managing tenants
Host authentication settings
Configuring host security
Host audit logs
Customizing the Login page
Maintenance mode
Authentication (Host)
Configuring the Active Directory integration
Configuring SSO: SAML 2.0
ADFS authentication
Google authentication
Okta authentication
PingOne authentication
Custom mapping
Self-signed certificates
Private key certificates
Configuring SSO: Google
Configuring SSO: Azure Active Directory
SmartCard authentication
Organization administration
Accounts and groups
Managing accounts and groups
Account types
FAQ
Registering external applications
Managing external applications
Audit logs
Overriding authentication and security
Setting up the Azure AD integration
Configuring the SAML integration
Overriding system email settings
Other configurations
Increasing the Size Limit of Package Files
Setting up Encryption Key per Tenant
GZIP Compression
Integrations
About Input and Output Arguments
Example of Using Input and Output Arguments
Classic robots
Robots
Managing Robots
Robot Statuses
Setup Samples
Robot Settings
Environments
Managing Environments
Machines
Packages
Processes
Jobs
Triggers
Assets
Queues
Logs
Monitoring
Robots
Processes
Queues
Queues SLA
Troubleshooting
Frequently Encountered Orchestrator Errors
Cron Expressions
Upgrade Issues
Orchestrator Mobile App
Release notes
2019 Fast Track 1.0
2019 Fast Track 2.0
2019 Fast Track 3.0
3.10.2
Push notifications
Favorite processes
Favorite jobs
Mobile device management
iOS - Root Certificate Authority
Release notes
2022.4
Installation
Installing standalone Orchestrator
Installing Automation Suite
Overview
Introduction
Compatibility matrix
Delivery options
Deprecation timeline
Cloud vs on-premises Orchestrator
Orchestrator configuration checklist
Getting started
Logging in to Orchestrator
User options
Resetting your password
My profile
Activities feeds
Robots
Robot statuses
Robot settings
Auto updating client components
Best practices
Organization modeling in Orchestrator
Deployment and configuration considerations
Administration of modern folders
Attended vs. unattended automation
Automation best practices
Optimizing unattended infrastructure using machine templates
Managing large deployments
Security best practices
Performance best practices
Organizing resources with tags
🌐 Tenant
About the Tenant Context
Searching for resources in a tenant
Robots
Managing Robots
Connecting Robots to Orchestrator
Setting up attended robots
Setting up unattended robots
Setup Samples
Storing Robot Credentials in CyberArk
Storing unattended robot credentials in HashiCorp Vault (read-only)
Deleting disconnected and unresponsive unattended sessions
Robot authentication
Robot authentication with client credentials
Folders
Managing Folders
Folders Administration
Personal Workspaces
Managing Personal Workspaces
Classic folders vs modern folders
Migrating from Classic Folders to Modern Folders
Monitoring
Unattended sessions
User sessions
License
Managing roles
Assigning roles
Default roles
Machines
Managing Machines
Assigning machine objects to folders
Configuring account-machine mappings
Packages
Managing Packages
About Libraries
Managing Libraries
Audit
Credential Stores
Managing Credential Stores
CyberArk® Integration
CyberArk® CCP Integration
Azure Key Vault Integration
HashiCorp Vault integration
BeyondTrust integration
Webhooks
Types of Events
Managing Webhooks
Licensing
Managing Your Licenses
Alerts
Setting Up Email Alerts
Settings
Host audit logs
📁 Folders context
About the Folders Context
Home
📁 Automations
About Automations
📁 Processes
About Processes
Managing processes
Managing package requirements
About Recording
📁 Jobs
About Jobs
Managing Jobs
Working with long-running workflows
Job States
📁 Triggers
About Triggers
Managing Triggers
Using Cron Expressions
📁 Folder packages
About Packages
Managing Packages
📁 Logs
About Logs
Logging Levels
Managing Logs in Orchestrator
Orchestrator Logs
📁 Monitoring
About Monitoring
Machines
Processes
Queues
Queues SLA
📁 Queues
About Queues and Transactions
Queue Item Statuses
Business Exception vs Application Exception
Studio Activities Used with Queues
Bulk uploading queue items using a CSV file
Managing Queues in Orchestrator
Managing Queues in Studio
Managing Transactions
Editing Transactions
Field Descriptions for the Transactions .csv File
Review Requests
📁 Assets
About Assets
Managing Assets in Orchestrator
Managing Assets in Studio
Storing assets in HashiCorp Vault (read-only)
📁 Storage buckets
About Storage Buckets
CORS/CSP Configuration
Managing Storage Buckets
Moving Bucket Data Between Storage Providers
📁 Test suite
Test Automation
Test Cases
Field Descriptions for the Test Cases Page
Test Sets
Field Descriptions for the Test Sets Page
Test Executions
Field Descriptions for the Test Executions Page
Test Schedules
Field Descriptions for the Test Schedules Page
Test Data Queues
Managing Test Data Queues in Orchestrator
Managing Test Data Queues in Studio
Field Descriptions for the Test Data Queues Page
Test Data Queue Activities
🔧 Host administration
Host administration portals
About the UiPath Identity Server
Configuring system email notifications
Managing system administrators
Managing your host license
Allocating host licenses to tenants
Orchestrator host settings
Tenant settings
Managing tenants
Host authentication settings
Configuring host security
Host audit logs
Customizing the Login page
Maintenance mode
Authentication (Host)
Configuring the Active Directory integration
Configuring SSO: SAML 2.0
ADFS authentication
Google authentication
Okta authentication
PingOne authentication
Custom mapping
Self-signed certificates
Private key certificates
Configuring SSO: Google
Configuring SSO: Azure Active Directory
SmartCard authentication
Organization administration
Accounts and groups
Managing accounts and groups
Account types
FAQ
Registering external applications
Managing external applications
Audit logs
Overriding authentication and security
Setting up the Azure AD integration
Configuring the SAML integration
Overriding system email settings
Other configurations
Increasing the Size Limit of Package Files
Setting up Encryption Key per Tenant
GZIP Compression
Integrations
About Input and Output Arguments
Example of Using Input and Output Arguments
Classic robots
Robots
Managing Robots
Robot Statuses
Setup Samples
Robot Settings
Environments
Managing Environments
Machines
Packages
Processes
Jobs
Triggers
Assets
Queues
Logs
Monitoring
Robots
Processes
Queues
Queues SLA
Troubleshooting
Frequently Encountered Orchestrator Errors
Cron Expressions
Upgrade Issues
Orchestrator Mobile App
Release notes
2019 Fast Track 1.0
2019 Fast Track 2.0
2019 Fast Track 3.0
3.10.2
Push notifications
Favorite processes
Favorite jobs
Mobile device management
iOS - Root Certificate Authority
Introduction to the Orchestrator API
Read me
About OData and References
API References
Logical Resources and Metadata
Available Operations
Enumerated Types
The Swagger definition
Managing Logical Resources
Basics
Authenticating
Using OAuth for External Apps
Building API Requests
Permissions Per Endpoint
Response Codes
Health Check Endpoints
Examples using the Orchestrator API
UiPath Connector Guide - a Postman API collection
Actions Requests
Action Catalogs Requests
Assets Requests
Calendars Requests
Environments Requests
Folders Requests
Form Actions Requests
Generic Actions Requests
Jobs Requests
Libraries Requests
License Requests
Packages Requests
Permissions Requests
Processes Requests
Queue items requests
Robots Requests
Roles Requests
Schedules Requests
Settings Requests
Tenants Requests
Transaction Requests
Users Requests
Webhooks Requests
Platform Management APIs
User management
Audit query
Group
Message Template
Robot account
Settings
User
Login attempts
License management
License resource management
License accountant
Release notes
2022.4
Installation
Installing standalone Orchestrator
Installing Automation Suite
Overview
Introduction
Compatibility matrix
Delivery options
View All 6
Getting started
Logging in to Orchestrator
User options
My profile
View All 6
Best practices
Organization modeling in Orchestrator
Deployment and configuration considerations
Administration of modern folders
View All 10
🌐 Tenant
About the Tenant Context
Searching for resources in a tenant
Robots
View All 15
📁 Folders context
About the Folders Context
Home
📁 Automations
About Automations
📁 Processes
About Processes
Managing processes
Managing package requirements
View All 4
📁 Jobs
About Jobs
Managing Jobs
Working with long-running workflows
View All 4
📁 Triggers
About Triggers
Managing Triggers
Using Cron Expressions
📁 Folder packages
About Packages
Managing Packages
📁 Logs
About Logs
Logging Levels
Managing Logs in Orchestrator
View All 4
📁 Monitoring
About Monitoring
Machines
Processes
View All 5
📁 Queues
About Queues and Transactions
Bulk uploading queue items using a CSV file
Managing Queues in Orchestrator
View All 6
📁 Assets
About Assets
Managing Assets in Orchestrator
Managing Assets in Studio
View All 4
📁 Storage buckets
About Storage Buckets
Managing Storage Buckets
Moving Bucket Data Between Storage Providers
📁 Test suite
Test Automation
Test Cases
Test Sets
View All 6
🔧 Host administration
Host administration portals
Configuring system email notifications
Managing system administrators
View All 10
Authentication (Host)
Configuring the Active Directory integration
Configuring SSO: SAML 2.0
Configuring SSO: Google
View All 5
Organization administration
Accounts and groups
Registering external applications
Audit logs
View All 5
Other configurations
Increasing the Size Limit of Package Files
Setting up Encryption Key per Tenant
GZIP Compression
Integrations
About Input and Output Arguments
Example of Using Input and Output Arguments
Classic robots
Robots
Environments
Machines
View All 11
Troubleshooting
Frequently Encountered Orchestrator Errors
Cron Expressions
Upgrade Issues
Orchestrator Mobile App
Release notes
Push notifications
Favorite processes
View All 6
Introduction to the Orchestrator API
Read me
About OData and References
API References
View All 6
The Swagger definition
Managing Logical Resources
Basics
Authenticating
Using OAuth for External Apps
Building API Requests
View All 6
Examples using the Orchestrator API
UiPath Connector Guide - a Postman API collection
Actions Requests
Action Catalogs Requests
View All 24
Platform Management APIs
User management
License management